Palumbo Wealth Management LLC
All 13F Filings
- Location
- Great Neck, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 405,289
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 218 | 405,289 | 13F-HR | Palumbo Wealth Management LLC |
| Q3 2025 | 11/10/2025 | 179 | 313,093 | 13F-HR | Palumbo Wealth Management LLC |
| Q2 2025 | 7/15/2025 | 197 | 322,890 | 13F-HR | Palumbo Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 374.7 K | 92.5% | 63.25 K | 0 | 63.25 K |
| ETFs | 30.58 K | 7.5% | 28.94 K | 0 | 28.94 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
405,289
Holdings
218
QoQ value change ($000)
92,196
(29.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.